Anic Equity¶
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Total return since start: 0.629 %¶
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Equity now: -----------------------------> 49757.67 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45696.46 Kr¶
PnL: ---------------------------------------> 640.46 Kr¶
DD now: ---------------------------------> -6.33 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 17:26:42.710147'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.340000 | 1666.440000 | 197.440000 | 13.440000 | 1468.999998 |
| Orrön Energy | 180 | 6.910000 | 2198.700000 | 155.700000 | 7.620000 | 2043.000000 |
| Sedana Medical | 93 | 4.060000 | 2672.820000 | 151.820000 | 6.020000 | 2521.000011 |
| Atrium Ljungberg B | 5 | 4.460000 | 995.000000 | 60.000000 | 6.420000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 5.070000 | 1018.800000 | 57.800000 | 6.010000 | 960.999996 |
| VEF | 909 | 4.800000 | 1905.260000 | 55.260000 | 2.990000 | 1850.000436 |
| Catena | 2 | 4.280000 | 837.600000 | 45.600000 | 5.760000 | 792.000000 |
| Sagax B | 4 | 3.650000 | 898.400000 | 44.400000 | 5.200000 | 854.000000 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| JM | 6 | 3.010000 | 904.200000 | 40.200000 | 4.650000 | 864.000000 |
| Hoist Finance | 35 | 1.390000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Hexatronic Group | 12 | 3.220000 | 999.360000 | 32.360000 | 3.350000 | 966.999996 |
| BioGaia B | 8 | 2.230000 | 955.200000 | 25.200000 | 2.710000 | 930.000000 |
| Biotage | 7 | 1.710000 | 959.000000 | 18.000000 | 1.910000 | 940.999997 |
| Byggmax Group | 33 | 2.080000 | 972.840000 | 16.840000 | 1.760000 | 956.000001 |
| Bilia A | 8 | 1.870000 | 916.800000 | 16.800000 | 1.870000 | 900.000000 |
| Gränges | 9 | 1.550000 | 942.300000 | 14.300000 | 1.540000 | 927.999999 |
| Clas Ohlson B | 12 | 0.990000 | 984.000000 | 11.000000 | 1.130000 | 972.999996 |
| HEXPOL B | 9 | -0.090000 | 1026.900000 | 5.900000 | 0.580000 | 1020.999996 |
| EQT | 4 | 1.160000 | 837.600000 | 5.600000 | 0.670000 | 832.000000 |
| AcadeMedia | 8 | 1.200000 | 405.600000 | 3.600000 | 0.900000 | 402.000000 |
| OX2 | 13 | 1.380000 | 953.550000 | 3.550000 | 0.370000 | 949.999999 |
| ASSA ABLOY B | 3 | 0.850000 | 782.400000 | 3.400000 | 0.440000 | 779.000001 |
| Nordic Waterproofing Holding | 7 | 1.480000 | 957.600000 | -9.400000 | -0.970000 | 966.999999 |
| Alimak Group | 11 | 0.120000 | 918.500000 | -9.500000 | -1.020000 | 927.999996 |
| Addnode Group B | 11 | 0.120000 | 902.550000 | -18.450000 | -2.000000 | 921.000003 |
| SKF B | 5 | -1.310000 | 919.750000 | -20.250000 | -2.150000 | 940.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Hexagon B | 26 | 1.340000 | 3435.900000 | -25.100000 | -0.730000 | 3461.000010 |
| Vitec Software Group B | 2 | 1.820000 | 1061.000000 | -26.000000 | -2.390000 | 1087.000000 |
| Indutrade | 5 | 2.540000 | 1190.500000 | -27.500000 | -2.260000 | 1218.000000 |
| Latour B | 4 | -0.100000 | 817.200000 | -39.800000 | -4.640000 | 857.000000 |
| Bufab | 3 | -0.400000 | 1048.800000 | -60.200000 | -5.430000 | 1109.000001 |
| INVISIO | 16 | 0.440000 | 3616.000000 | -73.000000 | -1.980000 | 3689.000000 |
| BHG Group | 97 | 2.150000 | 1384.190000 | -74.810000 | -5.130000 | 1458.999989 |
| TOTAL | 45696.460000 | 640.460000 | -6.3303% | 45056.000411 |
Updated:¶
'2023-07-04 17:27:00.721768'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
